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Raleigh Capital Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Raleigh Capital Management’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-148
Closed -$5K – 888
2022
Q3 		$5K Buy
148
+1
+0.7% +$37 ﹤0.01% 507
2022
Q2 		$5K Sell
147
-3
-2% -$117 ﹤0.01% 456
2022
Q1 		$6K Sell
150
-1
-0.7% -$40 ﹤0.01% 441
2021
Q4 		$6K Buy
+151
New +$6.14K 0.01% 226

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Raleigh Capital Management's USMF Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2022, closing a stake of 148 shares — an estimated $5K sold.

Raleigh Capital Management first reported a position in USMF in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 47 funds tracked by Wall St. Rank hold USMF as of Q4 2022.

  • Raleigh Capital Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 148 WisdomTree US Multifactor Fund shares in Q4 2022, an estimated $5K.
  • Raleigh Capital Management first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and held it in 4 quarters.
  • Raleigh Capital Management's WisdomTree US Multifactor Fund position peaked at $6K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.